Edward Backhouse
Trainee Financial Planner

Edward Backhouse – Trainee Financial Planner

Joined LIFT-Financial in September 2017. 


I am part of LIFT-Academy which is helping me to develop the required skills and take the professional qualifications required to become a Chartered Financial Planner. My rotational placements in Client Support and Paraplanning have helped me to develop practical knowledge and the CII exams have enriched my theoretical understanding. I have learnt a tremendous amount from working as part of the team supporting Sarah Wilson-Trainor FPFS, a senior adviser at LIFT. After just over three years at the company and numerous exams, I achieved the status of both Chartered and Fellowship in December 2020.

I have also been part of the team delivering our Young Professionals Networking Event which involves contacts from a variety of professions across Manchester. We have had several fantastic events featuring professional speakers on topics ranging from Law and Accounting to Social Media and Public Speaking. 



Favourite city?
Your three famous dinner guests of choice?
Vincent Kompany, Simon Pegg and Barack Obama
Sports/ hobbies/ leisure?
Football, rugby and tennis

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